Greg Avallon, CFA 

Greg Avallon, CFA 

Financial Services Professional

What inspired you to become a financial professional?
Regardless of the level of wealth, I’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me early on to pursue a career in financial services as a way to help people live a better life focused on what’s truly important.

What are your passions in life?
I love to spend time with my family especially if it can involve some outdoor activity - preferably golf or skiing. That and being a present parent to our two wonderful kids.